March 19, 2012

Telcos Vs "Fab(ulous) Five"


SOURCE: ROLAND BERGER

A battle of giants is brewing in the world of telecommunications. Traditional telcos, with their five billion customers worldwide, are getting ready to take on new Internet-focused rivals offering communication platforms, services and content via smartphones, tablets and Internet-enabled TVs. Right now, the strongest of these are the "fab(ulous) five": Amazon, Apple, Facebook, Google and Microsoft, who serve over three billion customers between them. Traditional telcos and their modern rivals each have a total market capitalization of round about EUR 800 billion. Current public opinion favors the fab five with their superior innovative capabilities, breathtaking growth rates and large cash reserves. But will that be enough to threaten the traditional telcos?

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